Institutions / Azarias Capital Management, L.P.
Azarias Capital Management, L.P.
CIK 1625279 · Institution · as of Dec 31, 2025
Portfolio value
$228.42M
Positions
25
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $72.60M | 31.8% |
| Ur-Energy Inc | $19.39M | 8.5% |
| enCore Energy Corp. | $10.25M | 4.5% |
| Nexgen Energy Ltd | $9.93M | 4.3% |
| ManpowerGroup Inc. | $8.62M | 3.8% |
| Matrix Service Company | $8.55M | 3.7% |
| Metallus Inc. | $8.32M | 3.6% |
| Intrepid Potash, Inc. | $8.18M | 3.6% |
| Cameco Corp | $8.03M | 3.5% |
| Gulfport Energy Corp | $7.96M | 3.5% |
| Denison Mines Corp. | $7.78M | 3.4% |
| Energy Fuels Inc/Canada | $6.09M | 2.7% |
| Kennametal Inc | $6.09M | 2.7% |
| Sandridge Energy Inc | $5.92M | 2.6% |
| Endeavour Silver Corp | $5.92M | 2.6% |
| Standard Motor Products, Inc. | $5.60M | 2.5% |
| Cohu Inc | $5.52M | 2.4% |
| HOOKER FURNISHINGS Corp | $5.34M | 2.3% |
| TrueBlue, Inc. | $4.50M | 2.0% |
| Unifi, Inc. | $3.16M | 1.4% |
| Employers Holdings Inc | $2.98M | 1.3% |
| Motorcar Parts of America IncMPAA | $2.67M | 1.2% |
| Scholastic Corp | $1.82M | 0.8% |
| Vishay Precision Group, Inc. | $1.70M | 0.7% |
| Miller Industries Inc | $1.50M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.